780-909-3993 / 780-428-8585 ext. 4252
Marlene P. Simmons, RRC, FSA, EPC


I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer. Please take time to read the following:

Marlene's practical and strong work ethic is demonstrated by her competitive ability to serve her clients with loyalty and honesty. Marlene shows a remarkable affection for the profession that she has chosen in life.

Eleanor Boswell
President of Caledonian Club of PEI

I have known Marlene for a couple of years and have observed that she is well organized and committed to her work and the relationships established in her volunteer and business orientation.

I am aware that she has worked successfully with segregated funds, income protection and organizational effectiveness. She is client focused in her work serving others. She has a caring focus that is impressive in her business and private life.

Sandy Hollinger

Marlene is a skilled and intelligent Financial Security Advisor who works hard to help her clients in achieving them financial goals and financial security. I know Marlene for some years and her knowledge, and professionalism has inspired me to recommend Marlene to work with her for getting the best result for your business or personal financial security.

Elena Yanovskaya-Herweijer
Art Fresh

I like the way marlene does business.

Urban Maclellan
Maclellans Construction & Woodworking